Office of Investments Our Team

Fund and Manager Selection

The investment staff is responsible for sourcing and selecting potential new managers, as well as continuously reviewing existing managers.

When identifying and selecting a new manager, a member of the investment staff will visit the managers' offices at least once and the management team will visit the university at least once to determine the following:

A proper fit with the portfolio and current asset allocation needs

The fund's competitive edge

Strength of its business and organizational structure

Manager's investment and risk management process

Expected returns and risks

Assets under management, its growth or decline and the manager's ability to handle the size

Valuation policy and transparency

Operational and personnel issues

Investment staff also performs reference checks, background checks and legal reviews on key personnel.
In addition to vetting new managers, the investment staff continuously reviews existing managers with the following:

Review of monthly and/or quarterly performance vs. performance over time, benchmarks and peers